Pinnacle Consult is looking for an experienced Director, Financial Services to join our growing wealth management team, with a strong focus on financial advisory and investment solutions for affluent and high-net-worth clients.
Key Responsibilities
- Advise clients on suitable structured notes, investment and wealth management solutions
- Develop and manage long-term relationships with affluent and HNW clients
- Identify investment opportunities based on clients’ objectives, risk profiles and market conditions
- Work closely with internal specialists and product partners to structure appropriate solutions
- Maintain high standards of regulatory compliance and client suitability
Requirements
- Minimum 3 years of wealth management experience in Singapore
- Relevant CMFAS qualifications required
- Strong understanding of investment markets and portfolio solutions
- Proven client relationship management and business development capabilities
Why Pinnacle Consult
Join a platform that provides experienced advisers with greater access to investment solutions, wealth planning capabilities and business growth opportunities, while allowing you to deepen your expertise in the private client segment.
We represent Manulife Financial Advisers Pte Ltd, a leading open architecture financial advisory platform that provides a full suite of financial solutions including insurance, investment, structured products and estate planning solutions.
Interested candidates are invited to connect with us for a confidential discussion.